Schwab Network on $OKLO (Oct 27, 2026)
OKLO, a small modular nuclear reactor example that can serve data centers, offers a large economic opportunity but is far from developed and must be bought before it is widely recognized. It is volatile and won't generate cash flow for perhaps five to seven years; from $25, the speaker strongly believes it will be a $100 stock within four years.
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In the world of nuclear energy, we believe in small, unified nuclear power , such as the " OKLO" company as an example. Oklo is a good example. You have the opportunity to partner with these large data centers or meet other needs, and the ability to place small, standardized nuclear reactors near demand sites, and meet that need in a way that has never happened before.
When you are able to do that, it undoubtedly creates a tremendous economic opportunity. We still have a long way to go before this is developed, but you need to invest before it becomes known and available to everyone.
Well, this stock rose from $5 to a 52-week high of $152, but then fell back down to $25. Is it a great opportunity when it drops by 80%? Certainly, these stocks will move based on expectations and risk profile, as they will not generate cash flows for several years, perhaps five or seven years.
So, it's about predicting what the future value will be. This means it will always be volatile, and you need to make sure you pick the right opportunities, but if you're an investor from a price of 25, we strongly believe it will be a $100 stock within the next four years.